RIA Intel›Advisers›Missouri›BRISTOL FINANCIAL LLC

BRISTOL FINANCIAL LLC

Advisory

CLAYTON, MO

Data as of Apr 10, 2026 · Source: SEC Form ADV

Rank in MO

#278

of 342 advisers by AUM

Average account

$449K

across 187 accounts

AUM per adviser

$42M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 10, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$84M

Discretionary AUM$0

Non-Discretionary AUM$84M

Discretionary %0%

Total Clients51

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

51 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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